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From initial point of contact through to account activation, our
new business team will ensure your new customer accounts are
captured and assessed in-line with relevant legislative rules,
whilst delivering excellent customer service.
Management of the customer and account then transfers to our
Account Servicing & Maturity team. Read more >>
A number of interfaces are supported where communication with
third parties is required through the life of the investment
The team supports a wide variety of investment products
including savings accounts, cash ISAs and structured growth and
income products. Configuring investment products is simplified by
intelligent groupings that allow new products to inherit
characteristics of existing products, allowing speed to market of
new and innovative investment plans.
A fund level diary presents a full history of actions taken
on an account, each step in the process being logged with the
operator's identity and date/time of occurrence.
Furthermore, operators have real time access to all inbound and
outbound correspondence for the investment from the same diary.
Solutions for lenders
Solutions for investments
Solutions for general insurance
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